Latest Commentary



Thursday, 30 April 2020

Monday, 27 April 2020

Saturday, 25 April 2020

Thursday, 23 April 2020

Netflix will be the star in the recovery

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While there are some risks to consider, my view is that the market is forward looking; it quickly priced in the negatives and is now pricing in a recovery. And I believe that Netflix will lead the market reco..

Monday, 20 April 2020

Saturday, 18 April 2020

Thursday, 16 April 2020

How do I know which companies to buy?

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At a high level, I believe there are 4 dimensions along which to evaluate a company for potential investment: quality, sustainability of competitive advantage, medium and long-term growth prospects, and valuati..

Saturday, 11 April 2020

Is this market comeback sustainable?

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With the infection curves heading in the right flattening direction, we’re seeing stock markets defy gravity and gradually take back some of the lost ground best captured in this hard-to-look-at chart.

Thursday, 09 April 2020

Monday, 06 April 2020

Saturday, 04 April 2020

Thursday, 02 April 2020

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